# The Baraboo Bancorporation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-baraboo-bancorporation-inc-401k-plan

> The Baraboo Bancorporation, INC.'s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Baraboo Bancorporation, INC.

- **Sponsor EIN:** 391434200

- **Sponsor Address:** 101 3RD AVE, BARABOO, WI, 539132581

- **Plan Type:** 401(k)

- **Total Participants:** 89

- **Total Assets:** $19.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|89|$19.9M|$303,083|$591,409|

| 2023|89|$18.0M|$282,570|$580,050|

| 2022|87|$15.5M|$389,656|$546,455|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EPIC ADVISORS, INC|NONE|$3,588|$20,607|$24,195|

| CHARLES SCHWAB TRUST BANK|NONE|—|$7,757|$7,757|

| WEGNER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC ADVISORS, INC](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WEGNER LLP](https://planprovider.pro/provider/wegner-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,952

- **Estimated Expense Ratio:** 0.161% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,366|$778|$3,588|—|—|

| 2023|$4,366|$2,375|$1,991|—|—|

| 2022|$4,240|—|$4,240|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-baraboo-bancorporation-inc-401k-plan)

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